Morse Asset Management Inc Boosts Stock Holdings in GE Vernova Inc. $GEV

Morse Asset Management Inc raised its holdings in GE Vernova Inc. (NYSE:GEV) by 25.8% in the 4th quarter, Holdings Channel.com reports. The firm owned 4,645 shares of the company’s stock after acquiring an additional 952 shares during the period. Morse Asset Management Inc’s holdings in GE Vernova were worth $3,036,000 as of its most recent filing with the Securities & Exchange Commission.

Several other large investors have also recently modified their holdings of GEV. Capital World Investors increased its stake in shares of GE Vernova by 1,907.5% in the third quarter. Capital World Investors now owns 2,156,197 shares of the company’s stock worth $1,325,842,000 after purchasing an additional 2,048,792 shares in the last quarter. Franklin Resources Inc. increased its stake in shares of GE Vernova by 170.0% in the third quarter. Franklin Resources Inc. now owns 1,175,729 shares of the company’s stock worth $722,956,000 after purchasing an additional 740,339 shares in the last quarter. Jennison Associates LLC increased its stake in shares of GE Vernova by 1,300.4% in the fourth quarter. Jennison Associates LLC now owns 647,791 shares of the company’s stock worth $423,377,000 after purchasing an additional 601,533 shares in the last quarter. SG Americas Securities LLC boosted its position in shares of GE Vernova by 10,288.6% in the fourth quarter. SG Americas Securities LLC now owns 418,661 shares of the company’s stock valued at $273,624,000 after acquiring an additional 414,631 shares during the period. Finally, Raymond James Financial Inc. boosted its position in shares of GE Vernova by 66.0% in the second quarter. Raymond James Financial Inc. now owns 944,567 shares of the company’s stock valued at $499,817,000 after acquiring an additional 375,677 shares during the period.

GE Vernova Stock Performance

Shares of GE Vernova stock opened at $1,074.28 on Tuesday. The stock has a market cap of $288.68 billion, a price-to-earnings ratio of 31.29, a PEG ratio of 3.98 and a beta of 1.51. The firm’s 50-day moving average is $919.40 and its 200 day moving average is $745.60. GE Vernova Inc. has a 1 year low of $387.03 and a 1 year high of $1,181.95. The company has a debt-to-equity ratio of 0.19, a current ratio of 0.89 and a quick ratio of 0.65.

GE Vernova (NYSE:GEV) last announced its quarterly earnings results on Wednesday, April 22nd. The company reported $17.44 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.95 by $15.49. The company had revenue of $9.34 billion for the quarter, compared to analysts’ expectations of $9.19 billion. GE Vernova had a net margin of 23.81% and a return on equity of 43.97%. GE Vernova’s revenue was up 17.0% compared to the same quarter last year. During the same quarter in the previous year, the business posted $0.91 EPS. Sell-side analysts anticipate that GE Vernova Inc. will post 14.84 EPS for the current fiscal year.

GE Vernova Dividend Announcement

The company also recently declared a quarterly dividend, which was paid on Tuesday, April 14th. Investors of record on Tuesday, March 17th were paid a $0.50 dividend. The ex-dividend date was Tuesday, March 17th. This represents a $2.00 dividend on an annualized basis and a yield of 0.2%. GE Vernova’s payout ratio is presently 5.83%.

Analyst Upgrades and Downgrades

A number of equities analysts have recently commented on the stock. China Renaissance upgraded shares of GE Vernova to a “strong-buy” rating in a research report on Thursday, January 29th. Susquehanna set a $1,300.00 price objective on shares of GE Vernova in a research report on Thursday, April 23rd. Wells Fargo & Company raised their price objective on shares of GE Vernova from $831.00 to $896.00 and gave the company an “overweight” rating in a research report on Tuesday, March 31st. BMO Capital Markets lifted their target price on shares of GE Vernova from $1,110.00 to $1,250.00 and gave the company an “outperform” rating in a research report on Thursday, April 23rd. Finally, BNP Paribas Exane lowered shares of GE Vernova from an “outperform” rating to a “neutral” rating and set a $1,190.00 price objective for the company. in a report on Monday, April 27th. Two investment analysts have rated the stock with a Strong Buy rating, twenty-two have issued a Buy rating and five have assigned a Hold rating to the company’s stock. According to data from MarketBeat.com, GE Vernova has an average rating of “Moderate Buy” and an average price target of $1,090.76.

Trending Headlines about GE Vernova

Here are the key news stories impacting GE Vernova this week:

• Positive Sentiment: Q1 results and outlook — GE Vernova reported revenue of $9.34B and EPS that far exceeded expectations, backed by renewed full‑year guidance and strong free‑cash‑flow prospects; management’s multi‑billion dollar buyback program is compressing share count and supporting EPS. Should GE Vernova’s Record AI‑Linked Orders and Buybacks Prompt Action From GEV Investors?
• Positive Sentiment: AI data‑center demand fueling backlog — Multiple pieces link GEV’s surge to booming data‑center builds (huge capex from cloud providers), which is driving large equipment and service orders for power systems and grid solutions. This secular tailwind supports higher revenue visibility. Electricians Are the New Must-Have for Data Centers. These Stocks Benefit.
• Positive Sentiment: Strategic gas‑plus‑nuclear partnership — GE Vernova and Blue Energy announced a 2.5 GW collaboration to develop the world’s first gas‑plus‑nuclear plant concept in Texas, expanding GEV’s role in large baseload + flexible power solutions that appeal to AI/data center customers seeking resilient, low‑carbon power. Blue Energy and GE Vernova Accelerate Gas-Plus-Nuclear Approach for Powering American Communities and Fueling Global AI Leadership
• Positive Sentiment: Analyst and media bullishness — Several outlets and analysts have added GEV to “buy” lists or highlighted it as a key AI‑power play, increasing investor interest and supporting the rerating versus peers. 3 Energy Stocks to Buy and 2 to Avoid as AI Power Demand Explodes
• Neutral Sentiment: Project dispute with Vineyard Wind — GE Vernova publicly challenged Vineyard Wind’s claims around potential harm if the firm exits a project. Legal or contractual outcomes could be uncertain; impact depends on resolution details. GE Vernova challenges Vineyard Wind’s claims of harm if it leaves project
• Neutral Sentiment: Media roundup and investor ideas — Multiple articles profile GEV’s rally and suggest related small‑cap renewable picks; these broaden interest but are secondary to GEV’s core fundamentals. As GEV Garners Attention Consider These 3 Renewable Energy Stocks Under $30

About GE Vernova

GE Vernova is the energy-focused company formed from the energy businesses of General Electric and operates as a publicly listed entity on the NYSE under the ticker GEV. It is organized to design, manufacture and service equipment and systems used across the power generation and energy transition value chain, bringing together legacy capabilities in conventional power, renewables and grid technologies under a single corporate platform.

The company’s offerings span large-scale power-generation equipment such as gas and steam turbines and associated generators and controls, as well as renewable energy technologies including onshore and offshore wind platforms and hydro solutions.